MPWT

MassMutual Private Wealth & Trust Portfolio holdings

AUM $3.93B
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.25B
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,191
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$2.68M
3
+$2.66M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.07M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Top Sells

1
+$2.41M
2
+$1.98M
3
+$1.89M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.85M
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$1.84M

Sector Composition

1 Financials 10.9%
2 Technology 10.28%
3 Consumer Discretionary 8.09%
4 Healthcare 7.62%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1.45K ﹤0.01%
+12
927
$1.45K ﹤0.01%
1
928
$1.42K ﹤0.01%
+74
929
$1.42K ﹤0.01%
48
-49
930
$1.41K ﹤0.01%
5
931
$1.39K ﹤0.01%
30
+28
932
$1.38K ﹤0.01%
+11
933
$1.38K ﹤0.01%
+21
934
$1.37K ﹤0.01%
18
935
$1.37K ﹤0.01%
28
+10
936
$1.37K ﹤0.01%
+25
937
$1.37K ﹤0.01%
+29
938
$1.36K ﹤0.01%
+40
939
$1.35K ﹤0.01%
15
940
$1.35K ﹤0.01%
18
-131
941
$1.35K ﹤0.01%
+51
942
$1.34K ﹤0.01%
14
943
$1.34K ﹤0.01%
+25
944
$1.34K ﹤0.01%
32
945
$1.33K ﹤0.01%
+29
946
$1.32K ﹤0.01%
+24
947
$1.31K ﹤0.01%
+10
948
$1.3K ﹤0.01%
+23
949
$1.3K ﹤0.01%
+71
950
$1.29K ﹤0.01%
50
-17
36 37
38
39 40